Schneider Downs Wealth Management Advisors, LP Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$552.1M
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
VOVANGUARD INDEX FDS | $59.7M |
SPDWSPDR INDEX SHS FDS | $57.4M |
MMITNEW YORK LIFE INVTS ACTIVE E | $42.2M |
SCHGSCHWAB STRATEGIC TR | $39.5M |
SCHXSCHWAB STRATEGIC TR | $33.3M |
MUBISHARES TR | $31.3M |
VNLAJANUS DETROIT STR TR | $25.3M |
IJTISHARES TR | $23.3M |
IWFISHARES TR | $15.4M |
IEMGISHARES INC | $11.9M |
FTRBFEDERATED HERMES ETF TRUST | $11.5M |
JPIEJ P MORGAN EXCHANGE TRADED F | $10.9M |
IJRISHARES TR | $10.4M |
VOOVANGUARD INDEX FDS | $10.2M |
FBNDFIDELITY MERRIMACK STR TR | $9.0M |
VEAVANGUARD TAX-MANAGED FDS | $8.7M |
MSFTMICROSOFT CORP | $8.6M |
SCHMSCHWAB STRATEGIC TR | $8.6M |
EFAISHARES TR | $7.0M |
MMINNEW YORK LIFE INVTS ACTIVE E | $6.5M |
AAPLAPPLE INC | $6.4M |
IWRISHARES TR | $6.4M |
SCHVSCHWAB STRATEGIC TR | $5.1M |
VTEBVANGUARD MUN BD FDS | $5.0M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $4.2M |
FHIFEDERATED HERMES INC | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.2M |
IVVISHARES TR | $3.2M |
RJFRAYMOND JAMES FINL INC | $3.0M |
SCHFSCHWAB STRATEGIC TR | $2.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.4M |
DSIISHARES TR | $2.2M |
SPYMSPDR SER TR | $2.2M |
PRCHPORCH GROUP INC | $2.1M |
GQ9SPDR GOLD TR | $2.0M |
PNCPNC FINL SVCS GROUP INC | $1.9M |
XOMEXXON MOBIL CORP | $1.9M |
VTIVANGUARD INDEX FDS | $1.8M |
IVWISHARES TR | $1.8M |
SCHESCHWAB STRATEGIC TR | $1.8M |
CBZCBIZ INC | $1.8M |
BNBROOKFIELD CORP | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.6M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.6M |
IJHISHARES TR | $1.5M |
ETNEATON CORP PLC | $1.5M |
AKXANSYS INC | $1.5M |
AQLTISHARES TR | $1.4M |
RELYREMITLY GLOBAL INC | $1.4M |
GOOGLALPHABET INC | $1.3M |
AMZNAMAZON COM INC | $1.2M |
IVEISHARES TR | $1.2M |
SCHASCHWAB STRATEGIC TR | $1.2M |
VNQVANGUARD INDEX FDS | $1.1M |
SUSBISHARES TR | $1.1M |
ESGDISHARES TR | $998K |
VVISA INC | $963K |
GTOINVESCO ACTIVELY MANAGED EXC | $896K |
AMGNAMGEN INC | $852K |
GOOGALPHABET INC | $842K |
NVDANVIDIA CORPORATION | $838K |
VONGVANGUARD SCOTTSDALE FDS | $829K |
COSTCOSTCO WHSL CORP NEW | $752K |
METAMETA PLATFORMS INC | $747K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $728K |
SUSCISHARES TR | $689K |
WMTWALMART INC | $680K |
NDQINVESCO QQQ TR | $662K |
GDXVANECK ETF TRUST | $655K |
MDYGSPDR SER TR | $630K |
NFLXNETFLIX INC | $621K |
ESGEISHARES INC | $618K |
IWMISHARES TR | $617K |
DONSPDR DOW JONES INDL AVERAGE | $613K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $607K |
SCHZSCHWAB STRATEGIC TR | $604K |
MCDMCDONALDS CORP | $592K |
EFGISHARES TR | $588K |
HWMHOWMET AEROSPACE INC | $564K |
NUSCNUSHARES ETF TR | $549K |
IYEISHARES TR | $540K |
VBKVANGUARD INDEX FDS | $525K |
KKRKKR & CO INC | $520K |
IWOISHARES TR | $520K |
ORCLORACLE CORP | $515K |
VBVANGUARD INDEX FDS | $511K |
MFCMANULIFE FINL CORP | $495K |
FMNBFARMERS NATIONAL BANC CORP | $483K |
UBERUBER TECHNOLOGIES INC | $471K |
IJSISHARES TR | $461K |
IJJISHARES TR | $458K |
IJKISHARES TR | $452K |
BIPBROOKFIELD INFRAST PARTNERS | $448K |
JNJJOHNSON & JOHNSON | $435K |
TRSTRIMAS CORP | $432K |
FDVFEDERATED HERMES ETF TRUST | $429K |
IBMINTERNATIONAL BUSINESS MACHS | $401K |
VIGVANGUARD SPECIALIZED FUNDS | $399K |
OEFISHARES TR | $378K |
PKOHPARK-OHIO HLDGS CORP | $373K |
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